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10 Near-Retirement Mistakes That Can Permanently Damage Your Future

Are you making one of the 10 near-retirement mistakes we discuss in this video? If you identify issues early enough, they can be easily fixed! You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Timestamps: 0:00 Are you retiring in the next few years? 0:12 Mistake #1 - Not Testing Retirement 1:47 Mistake #2 - Too Much Wealth in One Account 3:28 Mistake #3 - Mis-planning for Liquidity 4:53 Mistake #4 - Too Aggressive = Big Losses Early 6:28 Mistake #5 - Misvaluing Health Insurance Costs 7:55 Mistake #6 - Lower Tax Rates in Retirement 9:43 Mistake #7 - Personal Experience Driving Your Plan 12:22 Mistake #8 - Following Friend's, Family's, Colleague's Advice 13:51 Mistake #9 - Cookie Cutter Advice = Underperformance 15:24 Mistake #10 - Drifting Aimlessly into Retirement - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...